Nothing that make me cheer, but ok, aru is also just on an appropriately sensitive project level in terms of timeline to start. What worries me a bit is the mention of a very robust EV market in Europe, which can be interpreted as such at the moment but only if you want to see it as such a positive. In the car country Germany, the demand is present but the general willingness declining, especially after the expiry of subsidies, the EV market in Europe is strongly driven by subsidies, if these run out we see what comes, I have my doubts. Without further off take agreements, the shorter will retain the upper hand, perhaps even expand. It is like it has been for months, the management is obliged to deliver.
No negative but critical view from my side
Good Luck
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